Assets Under Management
$10.6B
Number of Clients
3,037
Number of Advisors
99
Average Client AUM
$3.5M
AUM per Advisor
$107.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Valeo Financial Advisors offers independent, comprehensive financial planning and investment advice to individuals and families, including advice on business, cash flow, charitable giving, education funding, estate planning, liabilities, insurance, investments, retirement, and taxes. They also provide investment management consulting to institutions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15.0M - $30.0M | 0.13% |
| $30M+ | 0.25% |
Fees are negotiable based on unique circumstances. Minimum annual fee of $10,000 may result in a higher percentage fee for clients with net worth less than $2 million.
10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357